DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Premier Capital Advisors LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gonzalo Luis Milian | Premier Capital Advisors LLC other | Insigneo Advisory Services, LLC mixed wealth | Other | May 14, 2021 | Apr 21, 2021 |
| Jeffrey Spurling | Premier Capital Advisors LLC institutional | Empower Advisory Group, LLC BD affiliated | Other | Oct 15, 2019 | Apr 4, 2023 (1267 d) |
| Filipa E Castelo Branco | Premier Capital Advisors LLC institutional | Citigroup Global Markets Inc. BD affiliated | Other | Dec 10, 2018 | May 28, 2024 (1996 d) |
| Clotilde Levi | Premier Capital Advisors LLC institutional | MML Investors Services, LLC BD affiliated | Other | Oct 8, 2018 | Dec 10, 2019 (428 d) |
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4 moves match.